Contacts – Qymatix Sales Analytics Software

If you are using the CRM, the Professional or Advanced version or the Qymatix Sales Analytics Software, you will be able to access a list of your contacts as well. Contacts are persons or connections working into your accounts.

The contacts view has a similar structure to the account view — organised in two tabs: all ordered alphabetically and recent contacts.

Contact detailed view

If you click into one contact, you will navigate to its detailed view, where you can fill or edit the pre-defined fields in the person.

Contacts are essential to keep a clear record of with whom your sales team is engaging.

Qymatix Expert Tip: Use new sales activities or the comments field to keep special notes about your favourite contacts.

  • This online manual reflects the functionality of Qymatix Predictive Sales SaaS version 0.5.0. Variations may occur with more advanced versions of the tool.
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